CROSStrax Help Desk

1. In the top right hand section of the Case Details click the "plus" icon in the Tasks header.  2. In the pop-up window enter the description ...

1. To receive an email notification when a note is submitted into a case file first click on Settings in the left hand navigation bar and then click on &quo...

If you have received a retainer from your client and you would like to add it to the case file please follow the below steps.  1. Click on the Billing a...

1. Select the option inside the Account and Billing from the top right drop down menu on the Account Holder's profile. 2. Inside a case file click on...

1. Select the edit button for desired report entry in the Surveillance entry tab.  2. Click the "x" on the right side of the photo you want to de...

1. Go to the settings tab on the left hand navigation bar and then click on "Time/Date/Currency" under System Settings.  2. Click the drop down...

1.  Click on the Star icon in the top right corner of a scheduled case service. 2. Select the investigator you want to grade (Blue box), check off the re...

1. Click on "Search" under the Cases dropdown on the left-hand navigation bar.  2. Enter the fields you would like to search and the click the ...

1. Once you're inside the case file select "Edit Case".  2. Scroll down to Case Service and click the drop down under "Status" of...

We have added a new features that allows users to assign unscheduled cases from the My Calendar function on the left hand Navigation Bar. Users can assign c...